For over 15 years, Scott Simons has dedicated his career to leading his clients to financial success. As a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL, Scott is committed to upholding the CFP Board’s high standards of professional competency and ethics by serving his clients’ best interests today to prepare them for a more secure tomorrow.

Before becoming a financial planner, Scott served as a branch manager for Fifth Third Bank. He was responsible for leading the branch and growing its portfolio of loans, deposits, and profitability. Before he was 26, Scott earned numerous awards for his leadership and industry success.

Today, Scott supports clients through personal and commercial financing advice, investment management and financial planning. Whether you are a small business in need of an employee retirement plan, a couple experiencing an employment transition, or are simply looking to make wise investment decisions as you plan for retirement, Scott can create a personalized strategy to lead you towards financial success and accomplishment of your goals.

When Scott isn’t working, he loves spending time with his wife and three children, playing pickleball, and boating.